Video transcript summary:
In our last video, we covered the process of creating a Tiller account, connecting your banks, and building your first spreadsheet with transaction and balance information.
I now want to focus on the Transaction Sheet, explain how Tiller interacts with it, and share some highlights of what you can do with it.
First, let’s talk about engaging with your money.
]Tiller automatically retrieves your latest transaction and balance information from each of your banks, typically without any action required from you. However, there may be cases where certain banks require additional authentication, such as a two-factor code. If that happens, you’ll see the prompt on the Tiller HQ console or under your connected account.
Once Tiller has fetched my transaction and balance data, I can populate it into my Google Sheet or Microsoft Excel spreadsheet by clicking the “Fill” button in the Tiller Money Feeds add-on or by using Google Sheets’ “Add-ons” menu. Alternatively, you can set up a scheduled fill that pulls the latest information from the database once a day and fills it into your designated spreadsheet.
When filling the data, Tiller looks for a sheet named “Transactions” and specific column headers like date, description, category, and amount. As long as these headers are in place, Tiller will populate the data accordingly. You can add additional columns, and Tiller will ignore them, or delete columns, and it will skip them.
Once Tiller has filled your transactions, you have the freedom to use your data however you want.
That’s the beauty of Tiller and spreadsheets—limitless flexibility. Customize the sheet to suit your needs, rename it, change column orders, or hide columns to simplify the view. Tiller will continue updating the designated columns each night with your latest transactions and balances, even if they are hidden.
To further enhance your experience, you can modify descriptions, apply filters, or create reports based on specific criteria. For example, you can easily filter transactions to see expenses at your favorite breakfast spot, like Coastal Kitchen.
The possibilities are endless with spreadsheets, and in our next video, we’ll dive into categories, budgets, balances, and more.